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  2. HELZBERG'S DIAMOND SHOPS, LLC
Sponsor portfolioTH

HELZBERG'S DIAMOND SHOPS, LLC

EIN 44-0553741-retail-Latest filing 2025
Plans
2
Retirement
1
$135.0M assets
Welfare
1
$1.2M premiums
Participants
3,573
1825 SWIFT AVENUE - NORTH KANSAS CITY, MO 641163671816-627-1359LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$135.0M - 2,382 part#501Mixed-$1.2M - 1,810 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,810 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$575K
  • Other$385K
  • Life$265K
  • Long-term disability$123K
  • Vision$95K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY49%
  • SECURIAN LIFE INSURANCE COMPANY31%
  • HARTFORD LIFE AND ACCIDENT10%
  • VISION SERVICE PLAN8%
  • COMPSYCH1%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • AON CONSULTING INC81%
  • CUSTOM BENEFIT PROGRAMS INC19%
Total $115K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HELZBERG DIAMONDS SAVINGS PLAN

401k

Assets$135.0M
Participants2,382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELZBERG'S DIAMOND SHOPS, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.2M
Covered lives1,810
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELZBERG DIAMONDS SAVINGS PLAN401k$135.0M2,3822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELZBERG'S DIAMOND SHOPS, LLC HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.2M1,8102025
Retirement plans
Welfare plans
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